To be successful in a Insurance job, an agent needs to learn the ins and outs of the policies
they are selling and work to understand and listen to the specific needs of their clients. Commercial
insurance is very competitive and very service-oriented.
1. Market insurance products.
2. Sell various insurance products.
3. Apply legal and regulatory compliance.
4. Arrange insurance contracts for clients.
5. Develop insurance products.
6. CROSS-CUTTING SKILLS
i. Communication Skills
ii. Presentation Skills
iii. Negotiation Skills
iv. Customer service Skills
v. Account management Skills
vi. Problem solving skills
1. IBA 301 Marketing Bancassurance Products
2. IBA 301 Selling Bancassurance Products
3. IBA 302 Arranging Insurance Contracts (Underwriting)
4. IBA 303 Complying with Bancassurance Legal and Regulatory Requirements 1-TIRA Regulation
5. IBA 303 Complying with Bancassurance Legal and Regulatory Requirements 2-BOT Guideline
6. IBA 304 Claims management for Bancassurance
7. IBA 304 Developing Insurance (Bancassurance) Products
8. IBA 305 Fundamentals of Insurance and Risk Management
9. IBA 305 Fundamentals of Bancassurance
10. IBA 306 Cross cutting skills: Communication, negotiation & problem solving
11. IBA 306 Cross cutting skills: Self Awareness for Customer service excellence
